Banking Officer

Year    KL, IN, India

Job Description

Roles and Responsibilities:



o

Collaborate with our banking partners to identify and engage with potential customers, leveraging their existing client base and network to generate leads and referrals.

o

Build rapport and establish trust with customers through proactive communication, needs analysis, and personalized financial planning sessions.

o

Conduct regular follow-ups and reviews to deepen relationships, address customer inquiries, and provide ongoing support.

o

Present and promote the range of life insurance products and services to customers, highlighting their features, benefits, and suitability based on individual financial goals and risk profiles.

o

Cross-sell and upsell additional products and services to maximize revenue opportunities and enhance customer value.

o

Educate customers on the importance of life insurance and financial planning, empowering them to make informed decisions to protect their families and secure their financial future.

o

Stay updated on industry trends, market developments, and regulatory changes affecting the insurance sector, incorporating relevant insights into sales practices and customer interactions

Job Types: Full-time, Permanent

Pay: ?20,000.00 - ?50,000.00 per month

Benefits:

Health insurance Provident Fund
Application Question(s):

Are you below 36 years old
Education:

Bachelor's (Required)
Experience:

sales: 1 year (Required)
Work Location: In person

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Job Detail

  • Job Id
    JD4803797
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    KL, IN, India
  • Education
    Not mentioned
  • Experience
    Year